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Name Holding Trade Value Shares
Change
Change in
Stake
SPL
1926
Smart Portfolios LLC
Washington
$178K – – –
AACR
1927
ACR Alpine Capital Research
Missouri
$177K -$483K -7,587 -74%
IP
1928
Intellectus Partners
California
$173K – – –
SWMG
1929
Signature Wealth Management Group
Georgia
$171K -$4.21K -66 -3%
CWM
1930
Cranbrook Wealth Management
Michigan
$170K – – –
BDWM
1931
Brewin Dolphin Wealth Management
Ireland
$169K – – –
PCA
1932
Peddock Capital Advisors
Massachusetts
$169K – – –
SA
1933
SRH Advisors
Kansas
$167K +$3.82K +60 +2%
EWM
1934
Elmwood Wealth Management
California
$167K – – –
AIIMS
1935
Analyst IMS Investment Management Services
Israel
$160K +$152K +2,379 New
CT
1936
Clearstead Trust
Maine
$158K +$9.05K +142 +6%
VRM
1937
Vectors Research Management
New York
$156K +$172K +2,704 New
NSB
1938
Norway Savings Bank
Maine
$155K – – –
CAL
1939
Capital Advisors Ltd
Ohio
$151K – – –
PFGIA
1940
Patriot Financial Group Insurance Agency
Massachusetts
$151K +$87.5K +1,374 +160%
FMP
1941
Financial Management Professionals
Texas
$146K – – –
TCM
1942
TD Capital Management
Tennessee
$146K – – –
CF
1943
Centaurus Financial
California
$145K -$656K -10,304 -83%
ACM
1944
AUA Capital Management
Pennsylvania
$144K – – –
TJHA
1945
Thomas J. Herzfeld Advisors
Florida
$142K – – –
AIP
1946
Almanack Investment Partners
Pennsylvania
$139K +$123K +1,937 New
PO
1947
Private Ocean
California
$129K – – –
TWMP
1948
Taylor Wealth Management Partners
Massachusetts
$128K -$319 -5 -0.3%
CPH
1949
C Partners Holding
Switzerland
$127K -$128K -2,005 -52%
WAS
1950
WESPAC Advisors SoCal
California
$118K +$112K +1,752 New